← WhiteOak Capital Mutual Fund

WhiteOak Capital Special Opportunities Fund - Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
79
Jul 2026
Equity Holdings
₹1,597.30 Cr
Equity only, excl. debt & cash
AAUM
₹1,568.91 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.2%
Diversified
Top 10 Weight
29.3%
Diversified
Changes
87
13 new · 11 exits
Top Sector
Banks
15.7% of portfolio
Launch Date
15 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,568.91 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month WhiteOak Capital Special Opportunities Fund made 13 new additions and exited 11 stocks this month. The biggest new buy was Info Edge (India) Limited (Retailing) at 1.89% weight. CG Power and Industrial Solutions Limited was the biggest exit (Electrical Equipment), which was held at 1.11%. Among existing holdings, Redington Limited saw the biggest increase — now at 1.96% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.05%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 15.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 13.5% 18.4% +5.0%
Finance 6.4% 6.6% +0.2%
Chemicals & Petrochemicals 5.8% 6.4% +0.6%
Electrical Equipment 6.7% 5.3% -1.4%
Auto Components 4.2% 4.6% +0.4%
Automobiles 4.3% 4.4% +0.1%
Pharmaceuticals & Biotechnology 3.5% 3.8% +0.3%
Telecom - Services 3.3% 3.6% +0.3%
Food Products 3.2% 2.9% -0.3%
Transport Services 1.6% 2.8% +1.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 18.4% 15.7% -2.7%
Finance 6.6% 7.2% +0.6%
Chemicals & Petrochemicals 6.4% 7.0% +0.6%
Automobiles 4.4% 5.7% +1.3%
Food Products 2.9% 4.1% +1.2%
Auto Components 4.6% 3.8% -0.8%
Telecom - Services 3.6% 3.7% +0.1%
Pharmaceuticals & Biotechnology 3.8% 3.6% -0.2%
Electrical Equipment 5.3% 3.5% -1.8%
Consumer Durables 2.3% 3.4% +1.1%
🟢
Biggest New Buy
Info Edge (India) Limited
1.89% weight · Retailing
🔴
Biggest Exit
CG Power and Industrial Solutions Limited
1.11% was held · Electrical Equipment
Biggest Add
Redington Limited
+1.18% · now 1.96%
Biggest Trim
HDFC Bank Limited
-4.12% · now 2.05%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Tech Mahindra Limited 26 funds
Tech Mahindra Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Info Edge (India) Limited 21 funds
Info Edge (India) Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
LIC MF Balanced Advantage Fund-Direct Plan-Growth + more
Oracle Financial Services Software Limited 20 funds
Oracle Financial Services Software Limited
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF + more
👋 Other funds also exited
GE Vernova T&D India Limited 32 funds
GE Vernova T&D India Limited
Groww BSE Power ETF FOF
Groww Nifty 500 Momentum 50 ETF FOF
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more
CG Power and Industrial Solutions Limited 31 funds
CG Power and Industrial Solutions Limited
Groww BSE Power ETF FOF
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Billionbrains Garage Ventures Ltd 19 funds
Billionbrains Garage Ventures Ltd
Groww Nifty Capital Markets ETF FOF
Groww Nifty India Internet ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth + more
Apar Industries Limited 17 funds
Apar Industries Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
DSP Midcap Fund - Direct Plan - Growth + more
Data Patterns (India) Limited 13 funds
Data Patterns (India) Limited
Groww Nifty Smallcap250 ETF
Groww Nifty India Defence ETF FOF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan + more
Aditya Infotech Limited 12 funds
Aditya Infotech Limited
Groww Nifty Smallcap250 ETF
Invesco India Consumption Fund - Direct Plan - Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 13 New Entries 🔴 11 Exits ↑ 35 Increased ↓ 28 Decreased
#StockSectorWeight (Jul 2026)
1
Info Edge (India) Limited
₹34.06 Cr
Retailing 1.89%
2
Adani Enterprises Limited
₹19.44 Cr
Metals & Minerals Trading 1.08%
3
Avalon Technologies Limited
₹18.56 Cr
Electrical Equipment 1.03%
4
Prudent Corporate Advisory Services Limited
₹15.78 Cr
Capital Markets 0.88%
5
Mrs. Bectors Food Specialities Limited
₹11.02 Cr
Food Products 0.61%
6
Diamond Power Infrastructure Limited
₹10.74 Cr
Electrical Equipment 0.60%
7
Inox India Limited
₹8.69 Cr
Industrial Products 0.48%
8
Thyrocare Technologies Limited
₹8.64 Cr
Healthcare Services 0.48%
9
Bluestone Jewellery And Lifestyle Ltd
₹6.72 Cr
Consumer Durables 0.37%
10
Tech Mahindra Limited
₹6.68 Cr
IT - Software 0.37%
#StockSectorLast Weight (Jun 2026)
1
CG Power and Industrial Solutions Limited
₹19.12 Cr
Electrical Equipment 1.11%
2
Aditya Infotech Limited
₹16.94 Cr
Industrial Manufacturing 0.98%
3
Apar Industries Limited
₹15.62 Cr
Electrical Equipment 0.91%
4
Data Patterns (India) Limited
₹15.12 Cr
Aerospace & Defense 0.88%
5
ITD Cementation India Limited
₹14.25 Cr
Construction 0.83%
6
Billionbrains Garage Ventures Ltd
₹13.06 Cr
Capital Markets 0.76%
7
TD Power Systems Limited
₹10.58 Cr
Electrical Equipment 0.61%
8
Kirloskar Oil Engines Limited
₹10.39 Cr
Industrial Products 0.60%
9
Lumax Auto Technologies Limited
₹9.66 Cr
Auto Components 0.56%
10
GE Vernova T&D India Limited
₹9.34 Cr
Electrical Equipment 0.54%
#StockSectorJun 2026Jul 2026Change
1
Redington Limited
₹35.20 Cr
Commercial Services & Supplies 0.78% 1.96% +1.18%
2
Coforge Limited
₹20.52 Cr
IT - Software 0.05% 1.14% +1.09%
3
TVS Motor Company Limited
₹38.03 Cr
Automobiles 1.23% 2.11% +0.88%
4
Nestle India Limited
₹44.57 Cr
Food Products 1.93% 2.48% +0.55%
5
ICICI Bank Limited
₹116.64 Cr
Banks 6.00% 6.48% +0.48%
6
Infosys Limited
₹8.67 Cr
IT - Software 0.00% 0.48% +0.48%
7
Tamilnad Mercantile Bank Limited
₹23.20 Cr
Banks 0.84% 1.29% +0.45%
8
Titan Company Limited
₹44.07 Cr
Consumer Durables 2.02% 2.45% +0.43%
9
IndusInd Bank Limited
₹15.80 Cr
Banks 0.47% 0.88% +0.41%
10
Nuvoco Vistas Corporation Limited
₹23.20 Cr
Cement & Cement Products 0.91% 1.29% +0.38%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹36.94 Cr
Banks 6.17% 2.05% -4.12%
2
Bharat Electronics Limited
₹10.56 Cr
Aerospace & Defense 1.72% 0.59% -1.13%
3
Shadowfax Technologies Ltd.
₹19.54 Cr
Transport Services 2.08% 1.09% -0.99%
4
Bajaj Consumer Care Limited
₹4.85 Cr
Personal Products 0.95% 0.27% -0.68%
5
Reliance Industries Limited
₹26.13 Cr
Petroleum Products 2.01% 1.45% -0.56%
6
Adani Ports and Special Economic Zone Limited
₹23.86 Cr
Transport Infrastructure 1.82% 1.33% -0.49%
7
Tenneco Clean Air India Limited
₹16.12 Cr
Auto Components 1.26% 0.89% -0.37%
8
Bharat Heavy Electricals Limited
₹15.93 Cr
Electrical Equipment 1.16% 0.88% -0.28%
9
Lenskart Solutions Limited
₹10.90 Cr
Retailing 0.87% 0.61% -0.26%
10
KRN Heat Exchanger & Refrigeration Ltd
₹10.15 Cr
Industrial Products 0.74% 0.56% -0.18%

What Stocks Does This Fund Hold?

79 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹116.64 Cr
Banks
6.48%
2
₹65.98 Cr
Telecom - Services
3.66%
3
₹56.49 Cr
Banks
3.14%
4
₹44.57 Cr
Food Products
2.48%
5
₹44.45 Cr
Automobiles
2.47%
6
₹44.07 Cr
Consumer Durables
2.45%
7
₹40.33 Cr
Chemicals & Petrochemicals
2.24%
8
₹40.27 Cr
Finance
2.24%
9
₹38.03 Cr
Automobiles
2.11%
10
₹36.94 Cr
Banks
2.05%
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🏦 WhiteOak Capital Mutual Fund — Portfolio & Holdings
See all funds managed by WhiteOak Capital Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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